111
111
Feb 23, 2013
02/13
by
KQEH
tv
eye 111
favorite 0
quote 0
and china together? >> well, we like the technol sector for a number of reasons. first we do think you're going to see a pickup in global growth. tech companies are very linked to the global economy. a lot of the technology companies rely on corporate capital spend. so that's where we think we'll seen inflection point there. valuations for the tech sector are the lowest they've been since the mid-90s. the sector trades at a petraeu p/e level. everybody knows about the mobility story but there are other things happening in the enterprise part of the technology center always propel growth going forward. >> tom: you also like the industrial sector. i suppose that makes sense with the rebound in china. it's had a nice run lately. what do you expect out of industrials over the next year or so? >> for industrials, there's leverage to a pickup in capital responding and i think the pickup in merger acquisition and activity as we've seen is an indication that corporations are beginning to redeploy some of their cash, and i think we're going to see that come through in more
and china together? >> well, we like the technol sector for a number of reasons. first we do think you're going to see a pickup in global growth. tech companies are very linked to the global economy. a lot of the technology companies rely on corporate capital spend. so that's where we think we'll seen inflection point there. valuations for the tech sector are the lowest they've been since the mid-90s. the sector trades at a petraeu p/e level. everybody knows about the mobility story but...
120
120
Jan 11, 2013
01/13
by
KQEH
tv
eye 120
favorite 0
quote 0
job market, and encouraging trade data from china. the s&p 500 was in the green for the entire session, ending up 0.8%, just shy of a five year high. trading volume picked up to 726 million shares on the big board. over 1.7 billion shares on the nasdaq. all 10 of the major stock sectors were stronger. the financial sector led the gains, up 1.4%. energy was up 1%. and the telecommunications sector gained 0.8%. after the closing bell, the focus remains on finance. american express released its fourth quarter earnings, announcing them a week earlier than expected. earnings came in three cents per share better than expected. but the firm will cut 5,400 jobs, reducing its employee count by 8.5%. american express shares were up 0.9% ending the regular session just below a new 52 week high. and the stock continued rallying in extended hours trading, up another 1%. if that holds through tomorrow's opening bell, it would be a new 12 month high. other financial stocks moving today included morgan stanley, up 3.7%. it announced its own round of
job market, and encouraging trade data from china. the s&p 500 was in the green for the entire session, ending up 0.8%, just shy of a five year high. trading volume picked up to 726 million shares on the big board. over 1.7 billion shares on the nasdaq. all 10 of the major stock sectors were stronger. the financial sector led the gains, up 1.4%. energy was up 1%. and the telecommunications sector gained 0.8%. after the closing bell, the focus remains on finance. american express released...
118
118
Jan 10, 2013
01/13
by
KQEH
tv
eye 118
favorite 0
quote 0
china has bottomed, we think, and that should help chinese stocks and stocks in greater china, and i think it should help stocks across asia. it should also help a little bit in the natural resources producing economies, brazil and peru. >> tom: and what about brazil -- >> another one. >> tom: why not japan. >> japan has a positive impetus from a changep change of policy. >> tom: lots of new government spending, trying to pull that economy out from the doldrums it has been in for almost a generation. >> that's what they say, and they've said that before. and the question is not will they do something -- they will. the question is will they keep at it. but will it be a lasting impact. right now the jury is out on that, but japanese stocks have been doing better and understandably so because they have more policy impetus behind them. >> tom: you mentioned latin-america. within latin-america, brazil has been a big engine for a long, long time. and we've seen chile come along recently. argentina, not so much. is there an area that you like specifically? >> i do like brazil because it is
china has bottomed, we think, and that should help chinese stocks and stocks in greater china, and i think it should help stocks across asia. it should also help a little bit in the natural resources producing economies, brazil and peru. >> tom: and what about brazil -- >> another one. >> tom: why not japan. >> japan has a positive impetus from a changep change of policy. >> tom: lots of new government spending, trying to pull that economy out from the doldrums it...
214
214
Jan 24, 2013
01/13
by
KQEH
tv
eye 214
favorite 0
quote 0
how will coach do in china? is it hot enough of a name? >> well, their business is very strong right now en china. the men's business and their business in china are the two strengths right now of this brand. now, going forward, i think the brand does have to remain popular in the united states and has to continue to gain market share in order to justify a global position and maintain that high level of authenticity. however, right now in china, based on the last quarter and the last couple of years, it is still a hot brand. >> susie: all right. we'll see what happens. thanks so much, dan, for coming on the program. >> thank you, susie. >> susie: dan hess, c.e.o. of merchant forecast. >> tom: in the "market monitor," >> tom: the major stock indices climbed higher thanks to some big technology stocks. it was a very narrow trading range, just six points, with the index finishing higher by a fraction. still, it was enough for it to close at a new five year high. volume fell from yesterday's pace. 638 million shares on the big board. 1.7 billi
how will coach do in china? is it hot enough of a name? >> well, their business is very strong right now en china. the men's business and their business in china are the two strengths right now of this brand. now, going forward, i think the brand does have to remain popular in the united states and has to continue to gain market share in order to justify a global position and maintain that high level of authenticity. however, right now in china, based on the last quarter and the last...
109
109
Feb 22, 2013
02/13
by
KQEH
tv
eye 109
favorite 0
quote 0
. >> reporter: when a country like china dumps tires or other products on the u.s. market, it's pretty clear how to respond: raise tariffs and slap penalties on the producers. but how do you punish a chinese company that is suspected of receiving trade secrets through a government operation the government of china refuses to acknowledge? >> how you sanction a country with regards to cyber-espionage? i think we are still writing the book on that. it's a brand new area of exploration and i don't think policy makers really have the definitive word on how this will be accomplished. >> reporter: a new report says shanghai is home base for a massive chinese hacking effort that may involve thousands of people, but the u.s. and most other countries also employee secret armies of programmers engaged in some form of cyber- espionage. and that makes it harder to define a diplomatic solution to the problem. >> a lot of the most important military information in the world is on weapons systems that are developed by private corporations whether in this country or other countries
. >> reporter: when a country like china dumps tires or other products on the u.s. market, it's pretty clear how to respond: raise tariffs and slap penalties on the producers. but how do you punish a chinese company that is suspected of receiving trade secrets through a government operation the government of china refuses to acknowledge? >> how you sanction a country with regards to cyber-espionage? i think we are still writing the book on that. it's a brand new area of exploration...
173
173
Feb 6, 2013
02/13
by
KQEH
tv
eye 173
favorite 0
quote 0
a strong place for estee lauder is china, with quarterly sales up 28%. the same cannot be said for yum brands and its k.f.c. brand, and sales at those store open for at least a year in china were down 6% in the fourth quarter. k.f.c. was the target of a chinese government investigation into the use of antibiotics in chicken. it expects earnings per share to fall this year, sending shares down 2.9% to their lowest closing price since july. as we reported earlier in the program, the u.s. government officially filed civil fraud charges against s&p credit ratings services, and the shares of its parent company took another hit. mcgraw hill stock fell another 10.7%. the stock was above $58 per share last friday; tonight, it's below $45, losing more than $3.5 billion of market value in two days. while its competitor in bond ratings, moody's, isn't part of the government suit, its shares also have fallen hard, dropping 8.8% today. it has shed more than $2 billion of market value this week. all five of the most actively traded exchange traded products were strong
a strong place for estee lauder is china, with quarterly sales up 28%. the same cannot be said for yum brands and its k.f.c. brand, and sales at those store open for at least a year in china were down 6% in the fourth quarter. k.f.c. was the target of a chinese government investigation into the use of antibiotics in chicken. it expects earnings per share to fall this year, sending shares down 2.9% to their lowest closing price since july. as we reported earlier in the program, the u.s....
130
130
Jan 25, 2013
01/13
by
KQEH
tv
eye 130
favorite 0
quote 0
manufacturing conglomerate 3-m also is optimistic about china. the company said demand is improving there, with its four quarter china sales up 10%. total earnings came in as forecast butit satisfied traders and investors. shares rose 0.2% enough to close at a new 52 week high. while apple was the big loser, you have to see netflix. the streaming media company reported a surprise profit last night, and shares took off. the stock shot up more than 42%, closing at their highest price since 2011. three of the five most active traded exchange traded products were higher. the nasdaq one hundred tracking fund saw the heaviest selling, down 1.4%. and that's tonight's "market focus." >> susie: in tonght's "kids & >> susie: in tonght's "kids & cash," turning a financial speed bump, into a learning opportunity. here's "earn it, learn it" author alisa weinstein. >> if you've ever started to teach your kid a money lesson, only to have it completely derailed by something you never saw coming, you'll get this. so were at a playdate and he falls in love with hi
manufacturing conglomerate 3-m also is optimistic about china. the company said demand is improving there, with its four quarter china sales up 10%. total earnings came in as forecast butit satisfied traders and investors. shares rose 0.2% enough to close at a new 52 week high. while apple was the big loser, you have to see netflix. the streaming media company reported a surprise profit last night, and shares took off. the stock shot up more than 42%, closing at their highest price since 2011....
98
98
Jan 31, 2013
01/13
by
KQEH
tv
eye 98
favorite 0
quote 0
australia, china and switzerland round out the top five. >> the u.k. and germany are strong economies-- the 5th and 7th largest economies in the world-- and they continue to be very significant trading partners, even though their growth rates are stagnant. >> reporter: people move for many reasons-- not just a new job. it could be marriage, or a desire for a warmer climate. but there's no denying migration patterns tell a lot about regional economic differences. so where are workers moving to in the u.s.? >> washington d.c. has been the top destination for several years now. i think that's a reflection of the growth of not only governmental activity in washington, but it's defense contractors, and folks who are there to protect the interests of their company. >> reporter: oregon, nevada, north carolina, and south carolina are also popular places to move. on the other hand, states like new jersey, illinois, west virginia, new york, and new mexico had an exodus of workers. many of those departures are rooted in lack of jobs, high taxes, and expensive hou
australia, china and switzerland round out the top five. >> the u.k. and germany are strong economies-- the 5th and 7th largest economies in the world-- and they continue to be very significant trading partners, even though their growth rates are stagnant. >> reporter: people move for many reasons-- not just a new job. it could be marriage, or a desire for a warmer climate. but there's no denying migration patterns tell a lot about regional economic differences. so where are workers...
154
154
Feb 16, 2013
02/13
by
KQEH
tv
eye 154
favorite 0
quote 0
>> well, we are adding to the fxi, the china index. and, clearly, with the kind of growth we're likely to see tepid growth in the u.s., until some of the headwinds we face abate. technology is an area where potentially there is significant growth in excess of the g.d.p. we're going to see. we continue to own technology. >> tom: you own all four funds we mentioned tonight, marshall? >> yes, sir. >> tom: opener friday market monitor get from chicago, marshall front can front barnett associates. he moved to shut down a swiss train trading account it accused trading ahead of that deal. the agency froze the account saying it. ed call options on hynes stock one day before the deal was amount making a potential $1.7 million in profit after the deal was made probable. public. two weeks from today is when billions of dollars of government spending cuts are set to go into affect. this is the spending part of the fiscal cliff. meantime, congress continues talking about the tax part of the fiscal cliff. this week, a house committee considered limi
>> well, we are adding to the fxi, the china index. and, clearly, with the kind of growth we're likely to see tepid growth in the u.s., until some of the headwinds we face abate. technology is an area where potentially there is significant growth in excess of the g.d.p. we're going to see. we continue to own technology. >> tom: you own all four funds we mentioned tonight, marshall? >> yes, sir. >> tom: opener friday market monitor get from chicago, marshall front can...
186
186
Jan 15, 2013
01/13
by
KQEH
tv
eye 186
favorite 0
quote 1
buy stocks with from american companies with exposure to china, positive on china. buy dividend paying stocks and you like very large stocks, what you call megastocks. why are these the themes for you? >> well, look, for china i think we identified late last fall that the u.s. companies with china exposure had really lagged the broader market and had gotten quite cheap. and the china economy started to stabilize a little, we thought that was good risk/reward. on the dividend theme i think our call was that the tax rate wasn't going to rise the way it was written in the law. we have seen that and this is a pretty compelling group of stocks. you have low payout and bond rates are low so you can buy dividend stocks that yield well relative total attorney difficults in the bond market. on the megacap stocks you have a lot of large high quality american companies that should be able to grow at or higher than the rate of the market or cheaper than the market and also have those higher dividends. >> susie: and the other two sectors that you also recommend to your morgan st
buy stocks with from american companies with exposure to china, positive on china. buy dividend paying stocks and you like very large stocks, what you call megastocks. why are these the themes for you? >> well, look, for china i think we identified late last fall that the u.s. companies with china exposure had really lagged the broader market and had gotten quite cheap. and the china economy started to stabilize a little, we thought that was good risk/reward. on the dividend theme i think...
110
110
Feb 9, 2013
02/13
by
KQEH
tv
eye 110
favorite 0
quote 0
our trade deficit with china hit a record $315 billion last year. separately, china reported it's exports grew 25% over a year ago, easily beating expectations. the robust growth was attributed to aggressive new lending by chinese banks. >> just a few months ago, the chinese economy was in contraction. we've seen really two or three months where we are seeing much stronger growth in china and that's increasing the demand for goods there. >> reporter: but analysts say the news from china may have been somewhat distorted by statistical quirks and the start of the chinese new year. looking at a few months of data shows the big story in china is one of moderate, but solid growth. >> they're not falling apart. growth is going to hold in the range of 7% to 8%. but this is not going to go back to 10% either. there's no signs of that. it looks like its a more permanent, but controllable slow down. >> reporter: china remains strong in assembling and processing goods like iphones that are then exported by foreign companies. when economists exclude this proces
our trade deficit with china hit a record $315 billion last year. separately, china reported it's exports grew 25% over a year ago, easily beating expectations. the robust growth was attributed to aggressive new lending by chinese banks. >> just a few months ago, the chinese economy was in contraction. we've seen really two or three months where we are seeing much stronger growth in china and that's increasing the demand for goods there. >> reporter: but analysts say the news from...
109
109
Feb 7, 2013
02/13
by
KQEH
tv
eye 109
favorite 0
quote 0
at the same time economic data from china and europe has been improving, all of which could boost global energy demand. triple-a predicts prices at the pump will keep climbing, topping out somewhere between $3.60 and $3.80 a gallon this spring. but traders say if you want a quick way to know where prices are headed, watch the stock market: >> oil prices look at equity market as a proxy for demand, or future demand. we are at 14,000 in the dow, no coincidence that we are at the highs of the energy market as well. >> reporter: and the higher price of gasoline comes as workers have less take-home pay, because of the expiration of a payroll tax holiday. so will consumers be forced to cut back spending, hurting economic growth, and stock market performance? >> not necessarily, because rising gasoline prices is usually predicated on a weaker dollar or better economic activity. better economic activity would lead to higher earnings. >> reporter: wolfberg says crude prices would have to jump $10 a barrel, or roughly 10%, before there's a major hit to the u.s. economy. erika miller, "n.b.r.," new
at the same time economic data from china and europe has been improving, all of which could boost global energy demand. triple-a predicts prices at the pump will keep climbing, topping out somewhere between $3.60 and $3.80 a gallon this spring. but traders say if you want a quick way to know where prices are headed, watch the stock market: >> oil prices look at equity market as a proxy for demand, or future demand. we are at 14,000 in the dow, no coincidence that we are at the highs of...
144
144
Jan 9, 2013
01/13
by
KQEH
tv
eye 144
favorite 0
quote 0
here i'm thinking about china, and some of the emerging markets don't deserve to be called emerging. the they should be called sub merging. in particular, i'm thinking about russia. two-thirds of the worlds economic growth comes from emerging markets, and yet they are manage more volatile and unstable. >> i have to mention the united states bu the u.s. appears on your list of global worries. even after we address the tax cuts and the fiscal cliff? >> less worrisome, but less worrisome in the united states is the housing structure, and we've got stock markets doing relatively well, and we have a massive energy boom we're just in the beginnings of. but washington politics are toxic and getting worse. the debt limit and the frustration will be harder to deal with than the fiscal cliff. as a consequence, the politics in the united states will create some downside. we're not talking about a recession, but numbers in the u.s. could be even better if it weren't for washington looking so dysfunctional. >> tom: that drag of dysfunction in politics. ian bremmer along with us. thank you. >> sus
here i'm thinking about china, and some of the emerging markets don't deserve to be called emerging. the they should be called sub merging. in particular, i'm thinking about russia. two-thirds of the worlds economic growth comes from emerging markets, and yet they are manage more volatile and unstable. >> i have to mention the united states bu the u.s. appears on your list of global worries. even after we address the tax cuts and the fiscal cliff? >> less worrisome, but less...
127
127
Jan 16, 2013
01/13
by
KQEH
tv
eye 127
favorite 0
quote 0
even china may help force the u.s. to act. beijing is under pressure to clear the air as pollution makes it harder and harder to breath. >> coal pollution, including greenhouse gas emissions, is something they have got to get down in their country if they're going to live there. as the largest emitter, the bogey man to which all western nation's point, begins to clean up its game, it's going to make it harder to say no. >> reporter: and progressives are hoping the president will bypass congress and use his regulatory authority under the clean air act to fight climate change in his second term. >> the president implementing the clean air act to reduce carbon pollution from power plants and oil refineries is not acting unilaterally. it's following the law. >> reporter: a draft of a new federal report warns americans are already experiencing more droughts and floods and are seeing rising sea levels as the climate changes. and as superstorm sandy has shown, the costs of dealing with extreme weather are also rising. darren gersh, "
even china may help force the u.s. to act. beijing is under pressure to clear the air as pollution makes it harder and harder to breath. >> coal pollution, including greenhouse gas emissions, is something they have got to get down in their country if they're going to live there. as the largest emitter, the bogey man to which all western nation's point, begins to clean up its game, it's going to make it harder to say no. >> reporter: and progressives are hoping the president will...
163
163
Feb 13, 2013
02/13
by
KQEH
tv
eye 163
favorite 0
quote 0
and china is still growing, single-digit levels of growth. brazil is still growing, and russia is still growing. india, which is the fourth of the brick countries, should have a better track in 2014. >> susie: depending which country you're talking about, we've seen investors pouring a lot of money into international equity funds since january. so can they expect to get a good return on international investing in 2013? >> susie, it is going to come down to everybody's timeframe. we are a culture that wants it now. we've been through a lot of problems recently that make people very risk adverse. if you have the patience to sit through volatility, buying emerging markets is a good investment now. however, if you still feel burned by what happened in 2007 and 2008, and are worried that a 10% pullback or a 15% pullback would make you change your approach, be very careful and buying emerging markets. we've had a great run since november and i would counsel some caution. >> susie: you are advising your clients to put their money mostly in u.s. stoc
and china is still growing, single-digit levels of growth. brazil is still growing, and russia is still growing. india, which is the fourth of the brick countries, should have a better track in 2014. >> susie: depending which country you're talking about, we've seen investors pouring a lot of money into international equity funds since january. so can they expect to get a good return on international investing in 2013? >> susie, it is going to come down to everybody's timeframe. we...
173
173
Feb 21, 2013
02/13
by
KQEH
tv
eye 173
favorite 0
quote 0
today foxconn said it has frozen the hiring of assembly-line workers in china after the lunar holiday there. that fed speculation about demand from apple and h.p. apple shares fell 2.2% since the plant freezing hiring makes the iphone five, but foxconn said its decision to stop hiring was not related to making the iphone. an analyst at investment bank u.b.s. thinks it could be because of less demand for hewlett packard desktop computers. h.p.q. shares were down by 1.1%. hewlett-packard reports its latest quarterly earnings tomorrow after the closing bell. independent energy companies devon and anadarko updated their shareholders on their strategies, but both were greeted with selling. anadarko petroleum was down 4.5%. it's energy production outlook was less than expected while it's forecast for capital spending was more than anticipated. it expects to be among the most active deepwater drillers this year. devon energy fell 6.6% after saying it may try again to spin off its pipeline and processing businesses. it tried that six years ago but stopped after the economy weakened. four of t
today foxconn said it has frozen the hiring of assembly-line workers in china after the lunar holiday there. that fed speculation about demand from apple and h.p. apple shares fell 2.2% since the plant freezing hiring makes the iphone five, but foxconn said its decision to stop hiring was not related to making the iphone. an analyst at investment bank u.b.s. thinks it could be because of less demand for hewlett packard desktop computers. h.p.q. shares were down by 1.1%. hewlett-packard reports...
137
137
Mar 26, 2013
03/13
by
KQEH
tv
eye 137
favorite 0
quote 0
they're competing for people in china -- with people in china. this is a global society. , andimple job market economic viability of this state and this country are inextricably linked to public education. i do not joke when i say that l.a. is america, only sooner. we look like this country is going to look. we had best figure this out and figure this out on the rights of kids first. tavis: what is the link between poverty and the school-to-prison pipeline that we are trying to get at in this special? >> when we work in schools, poverty is not destiny. living in circumstances of poverty is not actually automatic to criminalization. we also realize that the best economic stimulus is a diploma. if you want to break the cycle of poverty, we need to have you graduate. it is impossible if you are criminalize and in incarceration. for many in the urban sector, it is graduation or incarceration. it better be graduation. when i am old, i want them taking care of me. they need to be competent. tavis: in the special tomorrow night, we talked to a judge in
they're competing for people in china -- with people in china. this is a global society. , andimple job market economic viability of this state and this country are inextricably linked to public education. i do not joke when i say that l.a. is america, only sooner. we look like this country is going to look. we had best figure this out and figure this out on the rights of kids first. tavis: what is the link between poverty and the school-to-prison pipeline that we are trying to get at in this...
163
163
Feb 20, 2013
02/13
by
KQEH
tv
eye 163
favorite 0
quote 0
tom, this comes as a report in today's "new york times" ties hackers in china for a wide- ranging cyber campaign of attacks on major american companies and the u.s. government. >> tom: increasingly, susie, it's believed those hackers are also targeting u.s. infrastructure targets like pipelines. let's get going with tonight's "market focus." the major stock indices resumed their climb, setting aside concerns about government spending cuts threatened in two weeks. the s&p 500 caught a bid from the opening bell with talk about corporate deals and gains in europe. the index rallied 0.7 to finish at a new five and a half year high. 734 million shares traded on the big board, 1.8 billion moved on the nasdaq. the energy and consumer staples sectors powered the sector gains, up at least 1% each. the utility sector had the third best performance today, gaining 0.9%. with oil prices rallying, the energy sector is the best sector so far this year, with all but three of the stocks making up the sector higher today. marathon oil led the group, up 3% to a new 52-week high. conoco-phillips closed up
tom, this comes as a report in today's "new york times" ties hackers in china for a wide- ranging cyber campaign of attacks on major american companies and the u.s. government. >> tom: increasingly, susie, it's believed those hackers are also targeting u.s. infrastructure targets like pipelines. let's get going with tonight's "market focus." the major stock indices resumed their climb, setting aside concerns about government spending cuts threatened in two weeks. the...
137
137
Jan 30, 2013
01/13
by
KQEH
tv
eye 137
favorite 0
quote 0
but then we are going to turn around and tell them to start that business and create those jobs in china or india or mexico. that's not how you grow new industries in america. >> reporter: but for every opening at a top high-tech firm, there are often dozens of applicants. the president's opponents say that's hardly a sign of a labor shortage. darren gersh, "n.b.r.," washington. >> susie: the federal reserve today kicked off its first meeting of the year and will announce its interest rate policy decision tomorrow. investors will be listening for any changes. the fed has said it will keep interest rates near zero until the unemployment rate dips below 6.5%. right now, that number is 7.8%, and inflation stays below 2.5%. and it is committed to spending $85 billion a month in buying bonds to keep borrowing costs down. joining us now with a preview of what to expect: tom porcelli, chief u.s. economist at r.b.c. capital markets. >> susie: so, tom, what do you think? do you think that the fed is going to stick to this policy? we know there is a lot of debate within fed policy-makers. could we
but then we are going to turn around and tell them to start that business and create those jobs in china or india or mexico. that's not how you grow new industries in america. >> reporter: but for every opening at a top high-tech firm, there are often dozens of applicants. the president's opponents say that's hardly a sign of a labor shortage. darren gersh, "n.b.r.," washington. >> susie: the federal reserve today kicked off its first meeting of the year and will announce...